Jfs Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 494 shares of IUSB stock, worth $22,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares

494

Previous 591 16.41%

Holding current value

$22,778

Previous $27,000 18.52%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$45.07 - $47.1 $4,371 - $4,568	-97 Reduced 16.41%	494 $22,000
Q3 2024 Oct 25, 2024	BUY	$44.83 - $47.42 $224 - $237	5 Added 0.85%	591 $27,000
Q2 2024 Jul 15, 2024	SELL	$44.3 - $45.58 $89,751 - $92,345	-2,026 Reduced 77.57%	586 $26,000
Q1 2024 Apr 30, 2024	BUY	$45.02 - $46.27 $135 - $138	3 Added 0.11%	2,612 $119,000
Q4 2023 Feb 07, 2024	BUY	$42.6 - $46.25 $7,710 - $8,371	181 Added 7.45%	2,609 $120,000
Q3 2023 Nov 02, 2023	BUY	$43.62 - $45.64 $13,871 - $14,513	318 Added 15.07%	2,428 $106,000
Q2 2023 Aug 07, 2023	BUY	$45.12 - $46.45 $95,203 - $98,009	2,110 New	2,110 $95,000
Q1 2022 May 02, 2022	SELL	$49.13 - $52.58 $1,080 - $1,156	-22 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$52.59 - $53.43 $1,156 - $1,175	22 New	22 $1,000

Others Institutions Holding IUSB

# of Institutions

770

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Jfs Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History